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Simon Quick Advisors’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Simon Quick Advisors’s Portfolio BWX Stock Details BWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-162
Closed -$5K – 457
2017
Q3 		$5K Hold
162
– – ﹤0.01% 460
2017
Q2 		$4K Hold
162
– – ﹤0.01% 262
2017
Q1 		$4K Buy
+162
New +$4.25K ﹤0.01% 291

Other funds holding BWX

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Simon Quick Advisors's BWX Position: Q4 2017 in Review

Simon Quick Advisors sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q4 2017, closing a stake of 162 shares — an estimated $5K sold.

Simon Quick Advisors first reported a position in BWX in Q1 2017 and held it in 3 quarters. The position peaked at $5K in Q3 2017. 183 funds tracked by Wall St. Rank hold BWX as of Q4 2017.

  • Simon Quick Advisors reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Simon Quick Advisors sold 162 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q4 2017, an estimated $5K.
  • Simon Quick Advisors first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q1 2017 and held it in 3 quarters.
  • Simon Quick Advisors's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $5K in Q3 2017.
  • 183 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q4 2017.

Based on Simon Quick Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.